Korea Stock Market Monthly Recap #17 - (August 2017)
August was a good month for our model stock portfolio, which was up 1.0% versus KOSPI which was down 1.6% during the same period. At end of July,...
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A Physical Split of Samsung Electronics into Two Companies Amid Big Profit Difference in DS and DX?
​Discussion intensifies over potential split of Samsung Electronics due to disparity in profits between semiconductor business and other units, but...
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Korea Stock Market Monthly Recap #16 - (July 2017)
Among the sector ETFs in Korea, the best performing sectors in July included insurance (up 9.7%), energy & chemicals (up 7.4%), and steel (up...
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The Week That Was in NorthAsia@Smartkarma: The "Einhorn Bet", Celltrion Healthcare, & 7,530 Won
There were 26 insights related to Japan and Korea at Smartkarma in the past week. As usual, Travis Lundy, Mio Kao, and Sanghyun Park provided some...
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The Week That Was in NorthAsia@Smartkarma: Nikkei 225, Toshiba, Idemitsu, SK & Celltrion Healthcare
The Toshiba saga was again in the limelight last week. Travis Lundy and Mio Kato, CFAÂ briefed us about recent developments. Mio says in his...
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